Auto Sync Contact & Company Records to CRM
To automatically send Contact and Company records to your connected CRM, go to the Connectors page > select the CRM > select Configure Auto Sync.
Select the options for adding and updating records in your connected application.
For Salesforce, you may only select either Contact Records or Lead Records, not both.
To update Contact Records > select Add New Contact Records
To update Company Records > select Update Existing Account Records
Settings will allow you to set additional parameters for how Contact records are sent to your CRM
Example: Add the Contact to the CRM if there is at least one inbound and one outbound email interaction.
Make sure to configure “Only add Contacts with a First and Last Name value.”
SigParser must have these values configured to update Contact records in the CRM.
Sync Updates
Quick Update:
Only checking records with changes within SigParser and the CRM. If auto-sync is configured, this runs daily. You can select this option if records have changed since the last sync, and you want a quick update.
Will take a few minutes to complete.
Full Update:
To use when you are configuring your CRM sync with SigParser OR if you have recently deleted many CRM records.
Will take a few hours to complete if you have a CRM with a lot of data.
Additional Options
Watch the following video for more information:
If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.